See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,955 | $101,317-78.3% | $146,958-85.1% | $74,495-70.5% |
| Participation rate | 80.7% | 75.5%+5.2pp | 82.2%-1.4pp | 67.2%+13.5pp |
| Annual return | 96.86% | 8730.91%-8634.0pp | 418.34%-321.5pp | 1364.94%-1268.1pp |
| Employer contribution / active EE | $2,155 | $3,810-43.5% | $4,933-56.3% | $2,623-17.9% |
| Participant deferral / active EE | $3,701 | $7,303-49.3% | $8,070-54.1% | $4,346-14.8% |
| Admin fee / account holder | $1,261 | $1,739-27.5% | $12,998-90.3% | $1,942-35.0% |